Defined Benefit (Pension) · DOL Form 5500 · 2023
Suffolk Credit Union Pension Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 54
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $219,188
- Avg per participant Above avg balance/head
Official DOL plan name: Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan · Sponsored by Suffolk Credit Union · New York · Finance & Insurance
$12M in assets, 54 participants
Suffolk Credit Union's Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan reported $12M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,178 in Finance & Insurance (8,869 peers)
Suffolk Credit Union multi-year trail
Suffolk Credit Union's plans moved +20.4% in assets from 2022 to 2024; this filing shows Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan at $12M / 54 participants.
- #4,178
- in Finance & Insurance (8,869 peers)
- +1.2%
- assets growth YoY
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan's mid-pack asset rank among Finance & Insurance and all filers
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,836,157 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan is a small filing (54 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $142K in the plan year 2023 filing.
- Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan reported participants fell from 63 in the plan year 2022 filing to 54 in the plan year 2023 filing.
- Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 112200411 · Suffolk Credit Union PY 2023 · Defined Benefit (Pension)
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan · $12M · 54 · 62nd
- BOOK $12M
- BOOK 54
- BOOK 62nd
- BOOK Defined Benefit (Pension)
- BOOK near Stove, Furnace, Allied Appliance, and Enamel Workers Union Pension Plan
- BOOK ind #4178
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan in the asset neighbourhood
Suffolk Credit Union multi-year asset trail
Sponsor-wide plan assets over time
All Suffolk Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 20.414384125699968% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 227 | $23M |
| 2023 | 2 | 216 | $25M |
| 2024 | 2 | 233 | $28M |
Suffolk Credit Union filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $142K |
| Employer EIN | 112200411 |
| Plan Effective Date | 1978-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Stove, Furnace, Allied Appliance, and Enamel Workers Union Pension Plan in IL ($12M); by covered participants it is Rpm International Inc. Union Retirement Plan in OH (54 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Stove, Furnace, Allied Appliance, and Enamel Workers Union Pension Plan (IL) $12M · 160
- Shreveport Transit Company, Inc. Employees Retirement and Disability Plan (LA) $12M · 105
- Reser's Fine Foods, Inc. Restated Employees' Pension Plan (OR) $12M · 58
- Butcher and Provision Workers Pension Fund of Southern California (AZ) $12M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.
- Rpm International Inc. Union Retirement Plan (OH) 54 · 0 off
- Credit Union West Retirement Pension Plan (AZ) 54 · 0 off
- Badger Foundry Company Pension Plan (MN) 54 · 0 off
- Ripley Entertainment, Inc. Pension Plan (FL) 54 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.